Client Services Specialist

Job Summary:

Duties/Responsibilities:

• Act as the primary point of contact for your accounts.
• Facilitate smooth client handoffs from Sales to Client Service and Operations teams
• Lead new Account and new Project kickoff meetings to provide clients with a comprehensive, confidence-building onboarding experience.
• Work alongside operations teams to stay abreast of all account activities. Ensure projects stay on schedule and KPIs are on track. Ensure everything we do is in alignment with overall client objectives and goals.
• Communicate frequently and proactively. Listen to uncover client needs, anticipate and mitigate potential issues and roadblocks. Share news of our mutual successes.
• Thoughtfully receive, respond to, and execute requests in a friendly and timely manner.
• Prepare documentation such as meeting agendas, notes, reports, estimates, proposals, project timelines, monthly or quarterly reviews, etc.
• Learn from internal subject matter experts about our campaigns and products to deepen your own expertise. You don’t copy and paste internal communication to the client but understand it and meaningfully translate it in a client-friendly way.

Required Skills/Abilities:

• Ability to function well in a high-paced and at times stressful environment with multiple demands, shifting priorities, ambiguity, and rapid change.
• Proficient with Microsoft Office Suite, Google Suite, and related software.
• Communicate (written and oral) with clients and colleagues in an open, clear, friendly, confident manner.
• Takes initiative, anticipates needs, and recommends solutions proactively
• Demonstrates strong attention to detail and a focus on results.
• Organized and able to manage multiple projects and deadlines at once. Able to prioritize and re-prioritize as new information rolls in.
• Meet with clients in person, over the phone and through other various contact methods.
• Ability to translate internal “technical speak” into client-friendly explanations.
• Strong sense of accountability and responsibility.
• Work efficiently alone and collaborate as part of a team.
• Think critically and objectively. Demonstrate strategic decision-making.
• Openness to coaching, training, learning on the job, and adapts easily.
• Comfortable giving presentations.

Education and Experience:

• Bachelor’s degree in a technical or business- related field is preferred.
• 3-5 years’ experience in sales, marketing, or related fields.
• Experience in design and execution of campaigns in different channels: email, CTV/OTT, display, social advertising, programmatic advertising, creative design
• Experience in identity data and custom audience segmentation, working with B2B and B2C accounts.